Compare Axis ELSS Tax Saver Direct Plan Growth vs Aditya Birla Sun Life ELSS Tax Saver Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Axis ELSS Tax Saver Direct Plan GrowthEquity
ELSS
1.0
Aditya Birla Sun Life ELSS Tax Saver Direct GrowthEquity
ELSS
1.0
Add a fund

Axis ELSS Tax Saver Direct Plan Growth

(27.2%)

Aditya Birla Sun Life ELSS Tax Saver Direct Growth

(25.5%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.80%
0.98%
-
NAV
₹108.8 (13-Dec-2024)
₹66.0 (13-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹39,253Cr
₹17,102Cr
-
Exit Load
Nil
Nil
-

Returns

1Y
27.2%
25.5%
-
3Y
10.0%
13.0%
-
5Y
15.7%
13.9%
-

Pros & Cons

Pros
1.Exit load is zero2.Lower expense ratio: 0.8%
1.Exit load is zero2.Lower expense ratio: 0.98%
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lock-in period: 3Y3.Low rating: 1
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lock-in period: 3Y3.Low rating: 1
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
7.1%
ICICI Bank Ltd.
4.3%
Torrent Power Ltd.
4.3%
Tata Consultancy Services Ltd.
4.0%
Bajaj Finance Ltd.
3.9%
Bharti Airtel Ltd.
3.8%
Zomato Ltd.
2.7%
Divi's Laboratories Ltd.
2.6%
Infosys Ltd.
2.5%
Mahindra & Mahindra Ltd.
2.4%
Name
Assets
ICICI Bank Ltd.
7.5%
Infosys Ltd.
5.2%
Larsen & Toubro Ltd.
5.0%
Reliance Industries Ltd.
4.6%
HDFC Bank Ltd.
4.5%
Fortis Healthcare Ltd.
3.5%
Bharti Airtel Ltd.
3.3%
State Bank of India
2.6%
Axis Bank Ltd.
2.4%
TVS Holdings Ltd.
2.3%
-

Fund Manager

Name
Shreyash Devalkar
Dhaval Shah
-
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
-
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
-

About Fund

Description
Axis Mutual Fund started their mutual fund on  04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
-
Launch Date
04 Sep 2009
23 Dec 1994
-
Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-

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